Capital Advisors Ltd’s Heritage Insurance Holdings HRTG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $28K | Hold |
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|
2025
Q4 | $31K | Hold |
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|
2025
Q3 | $27K | Hold |
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|
2025
Q2 | $26K | Hold |
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|
2025
Q1 | $15K | Hold |
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|
2024
Q4 | $13K | Hold |
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|
2024
Q3 | $13K | Hold |
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|
2024
Q2 | $8K | Hold |
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|
2024
Q1 | $11K | Hold |
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|
2023
Q4 | $7K | Hold |
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|
2023
Q3 | $7K | Hold |
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|
2023
Q2 | $4K | Hold |
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|
2023
Q1 | $3K | Hold |
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|
2022
Q4 | $2K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $12K | Buy |
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|
2021
Q4 | $3K | Buy |
|